Covestor’s DocGo DCGO Stock Holding History

Covestor’s Portfolio DCGO Stock Details DCGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31	Closed	–	–	2359
2025 Q4	$0	Sell	31 -1	-3%	-$1	﹤0.01%	2348
2025 Q3	$0	Hold	32	–	–	﹤0.01%	2367
2025 Q2	$0	Buy	32 +18	+129%	+$34	﹤0.01%	2302
2025 Q1	$0	Hold	14	–	–	﹤0.01%	2313
2024 Q4	$0	Buy	14 +1	+8%	+$4	﹤0.01%	2320
2024 Q3	$0	Sell	13 -1	-7%	-$3	﹤0.01%	2305
2024 Q2	$0	Hold	14	–	–	﹤0.01%	2322
2024 Q1	$0	Sell	14 -53	-79%	-$200	﹤0.01%	2326
2023 Q4	$0	Buy	67 +38	+131%	+$218	﹤0.01%	2239
2023 Q3	$0	Sell	29 -25	-46%	-$203	﹤0.01%	2217
2023 Q2	$1K	Buy	54 +43	+391%	+$377	﹤0.01%	1922
2023 Q1	$0	Hold	11	–	–	﹤0.01%	2124
2022 Q4	$0	Buy	+11	New	+$92	﹤0.01%	2155

Other funds holding DCGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return

David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return